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260 hedge funds and large institutions have $3.96B invested in Kadant in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

26% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.81M

19% more capital invested

Capital invested by funds: $3.34B → $3.96B (+$620M)

10% more funds holding

Funds holding: 237260 (+23)

1.26% more ownership

Funds ownership: 101.72%102.98% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
260
Holders Change
+23
Holders Change %
+9.7%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
70
Reduced
108
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$542K +$498K +1,652 New
GAM
152
Gotham Asset Management
New York
$520K +$478K +1,585 New
RJT
153
Raymond James Trust
Florida
$455K -$58.5K -194 -12%
DADC
154
D.A. Davidson & Co
Montana
$444K
QPW
155
Quantum Private Wealth
Florida
$432K +$89.3K +296 +29%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$431K +$396K +1,314 New
State Board of Administration of Florida Retirement System
157
State Board of Administration of Florida Retirement System
Florida
$414K -$407K -1,350 -40%
LTAS
158
Linden Thomas Advisory Services
North Carolina
$411K -$84.2K -279 -18%
KWM
159
Kolinsky Wealth Management
New Jersey
$396K +$603 +2 +0.2%
AIP
160
Ameritas Investment Partners
Nebraska
$383K -$13.3K -44 -4%
MFS
161
Mirabella Financial Services
United Kingdom
$366K +$337K +1,117 New
Citadel Advisors
162
Citadel Advisors
Florida
$365K -$1.36M -4,505 -80%
II
163
Inspire Investing
Idaho
$361K -$79.3K -263 -19%
Man Group
164
Man Group
United Kingdom
$357K +$329K +1,089 New
AA
165
ALPS Advisors
Colorado
$354K +$326K +1,080 New
ATC
166
Argent Trust Co
Tennessee
$346K +$21.1K +70 +7%
Canada Life
167
Canada Life
Manitoba, Canada
$343K -$516K -1,710 -62%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$341K -$603 -2 -0.2%
Verition Fund Management
169
Verition Fund Management
Connecticut
$328K +$302K +1,001 New
MIA
170
MeadowBrook Investment Advisors
Michigan
$322K -$27.1K -90 -8%
Prudential Financial
171
Prudential Financial
New Jersey
$319K -$20.8K -69 -7%
IWC
172
Integrated Wealth Concepts
Massachusetts
$305K +$13.6K +45 +5%
LCM
173
Landscape Capital Management
New Jersey
$294K -$4.22K -14 -2%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$293K
SPIA
175
Steward Partners Investment Advisory
New York
$288K -$29.9K -99 -10%

KAI Hedge Fund Activity: Q1 2024 in Review

260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2024, worth a combined $3.96B — up 19% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KAI positions and 23 closed out — a net gain of 24 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Vanguard Group, adding an estimated $92.4M. The largest seller was Wasatch Advisors, cutting an estimated $30.7M.

  • 260 institutional investors held Kadant (KAI) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $3.96B of Kadant stock for Q1 2024, up 19% quarter-over-quarter.
  • 47 funds opened new Kadant positions in Q1 2024 and 23 closed out, a net change of +24 holders.
  • The largest Kadant buyer in Q1 2024 was Vanguard Group, an estimated $92.4M added.
  • The largest Kadant seller in Q1 2024 was Wasatch Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.